Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2023. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.96KNew |
$611K - $676K
|
4.96K
$709K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4.95KNew |
$609K - $675K
|
4.95K
$707K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.91K+ 3.1% |
$604K - $669K
|
163K
$23.3M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
4.89KNew |
$602K - $666K
|
4.89K
$698K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.88K+ 8.85% |
$601K - $665K
|
60K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.77K+ 150.9% |
$587K - $651K
|
7.93K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.74KNew |
$584K - $647K
|
4.74K
$678K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.69KNew |
$577K - $639K
|
4.69K
$670K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.69K+ 30.14% |
$577K - $639K
|
20.2K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.67KNew |
$575K - $637K
|
4.67K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 6.07% |
$574K - $635K
|
81.4K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.64K+ 7.45% |
$571K - $632K
|
66.8K
$9.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
4.62K+ 16.2% |
$569K - $630K
|
33.1K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.54KNew |
$559K - $619K
|
4.54K
$649K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 25.91% |
$556K - $616K
|
21.9K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.51K+ 10.54% |
$555K - $614K
|
47.3K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$548K - $607K
|
4.45K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.43KNew |
$545K - $604K
|
4.43K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.38K+ 10.43% |
$539K - $597K
|
46.3K
$6.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.36KNew |
$537K - $594K
|
4.36K
$623K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 17.17% |
$536K - $594K
|
29.7K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
4.32K+ 16.48% |
$531K - $588K
|
30.5K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.31KNew |
$531K - $588K
|
4.31K
$616K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.27K+ 5.52% |
$526K - $583K
|
81.7K
$11.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.27KNew |
$525K - $582K
|
4.27K
$610K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.26K+ 30.37% |
$524K - $580K
|
18.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.24KNew |
$522K - $579K
|
4.24K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
4.15K+ 9.43% |
$511K - $565K
|
48.1K
$6.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.13K+ 176.07% |
$508K - $563K
|
6.47K
$925K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.08KNew |
$503K - $557K
|
4.08K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.05K+ 9.79% |
$499K - $552K
|
45.4K
$6.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
4KNew |
$493K - $546K
|
4K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.97K+ 97.11% |
$488K - $541K
|
8.05K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.96KNew |
$487K - $540K
|
3.96K
$565K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.94KNew |
$485K - $537K
|
3.94K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.93K+ 30.18% |
$484K - $536K
|
16.9K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.92K+ 17.61% |
$482K - $534K
|
26.2K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.9KNew |
$480K - $532K
|
3.9K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.9KNew |
$480K - $532K
|
3.9K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 4.24% |
$472K - $523K
|
94.3K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.81K+ 196.34% |
$469K - $519K
|
5.74K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.78K+ 323.42% |
$466K - $516K
|
4.95K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.74KNew |
$461K - $511K
|
3.74K
$535K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.72KNew |
$457K - $507K
|
3.72K
$531K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
3.7KNew |
$455K - $504K
|
3.7K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.66K+ 5.7% |
$451K - $499K
|
67.9K
$9.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.62KNew |
$446K - $494K
|
3.62K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.6K+ 19.64% |
$443K - $490K
|
21.9K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3.55KNew |
$437K - $484K
|
3.55K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.5K+ 3.93% |
$431K - $477K
|
92.6K
$13.2M
|